401k Plan data: B.W. ROGERS COMPANY CASH OPTION PLAN plan

B.W. ROGERS COMPANY CASH OPTION PLAN 401k Plan overview

Plan Name	B.W. ROGERS COMPANY CASH OPTION PLAN
Plan identification number	001

B.W. ROGERS COMPANY CASH OPTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

B.W. ROGERS COMPANY has sponsored the creation of one or more 401k plans.

Company Name: B.W. ROGERS COMPANY

Employer identification number (EIN): 340694061

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about B.W. ROGERS COMPANY

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-11-26

Company Identification Number: 0801892130

Legal Registered Office Address: PO BOX 1030

AKRON
United States of America (USA)
44309

More information about B.W. ROGERS COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B.W. ROGERS COMPANY CASH OPTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 TAMERA MERDA TAMERA MERDA 2015-06-12
001 2013-01-01 TAMERA MERDA
001 2012-01-01 TAMERA MERDA TAMERA MERDA 2014-05-02
001 2011-01-01 TAMERA MERDA TAMERA MERDA 2012-09-24
001 2009-01-01 TAMERA MERDA TAMERA MERDA 2010-09-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	TAMERA MERDA	TAMERA MERDA	2015-06-12
001	2013-01-01	TAMERA MERDA
001	2012-01-01	TAMERA MERDA	TAMERA MERDA	2014-05-02
001	2011-01-01	TAMERA MERDA	TAMERA MERDA	2012-09-24
001	2009-01-01	TAMERA MERDA	TAMERA MERDA	2010-09-27

Plan Statistics for B.W. ROGERS COMPANY CASH OPTION PLAN

401k plan membership statisitcs for B.W. ROGERS COMPANY CASH OPTION PLAN

Measure Date Value
2014: B.W. ROGERS COMPANY CASH OPTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: B.W. ROGERS COMPANY CASH OPTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 237
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 271
Number of participants with account balances 2013-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: B.W. ROGERS COMPANY CASH OPTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 245
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 274
Number of participants with account balances 2012-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: B.W. ROGERS COMPANY CASH OPTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 224
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 38
Total of all active and inactive participants 2011-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 263
Number of participants with account balances 2011-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2009: B.W. ROGERS COMPANY CASH OPTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 218
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 53
Total of all active and inactive participants 2009-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 272
Number of participants with account balances 2009-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 20

Measure	Date	Value
2014: B.W. ROGERS COMPANY CASH OPTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: B.W. ROGERS COMPANY CASH OPTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	237
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	271
Number of participants with account balances	2013-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: B.W. ROGERS COMPANY CASH OPTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	245
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	274
Number of participants with account balances	2012-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: B.W. ROGERS COMPANY CASH OPTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	224
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	38
Total of all active and inactive participants	2011-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	263
Number of participants with account balances	2011-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2009: B.W. ROGERS COMPANY CASH OPTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	218
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	53
Total of all active and inactive participants	2009-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	272
Number of participants with account balances	2009-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	20

Financial Data on B.W. ROGERS COMPANY CASH OPTION PLAN

Measure	Date	Value
2014 : B.W. ROGERS COMPANY CASH OPTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-08-06	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-06	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-06	$0
Total income from all sources (including contributions)	2014-08-06	$1,671,388
Total loss/gain on sale of assets	2014-08-06	$78,003
Total of all expenses incurred	2014-08-06	$24,317,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-06	$24,303,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-06	$653,569
Value of total assets at end of year	2014-08-06	$0
Value of total assets at beginning of year	2014-08-06	$22,645,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-06	$14,259
Total interest from all sources	2014-08-06	$6,429
Total dividends received (eg from common stock, registered investment company shares)	2014-08-06	$87,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-06	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-06	$82,244
Was this plan covered by a fidelity bond	2014-08-06	Yes
Value of fidelity bond cover	2014-08-06	$500,000
If this is an individual account plan, was there a blackout period	2014-08-06	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-06	No
Contributions received from participants	2014-08-06	$496,461
Participant contributions at end of year	2014-08-06	$0
Participant contributions at beginning of year	2014-08-06	$321,007
Participant contributions at end of year	2014-08-06	$0
Participant contributions at beginning of year	2014-08-06	$218
Income. Received or receivable in cash from other sources (including rollovers)	2014-08-06	$759
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-08-06	$260,605
Administrative expenses (other) incurred	2014-08-06	$14,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-06	No
Value of net income/loss	2014-08-06	$-22,645,886
Value of net assets at end of year (total assets less liabilities)	2014-08-06	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-08-06	$22,645,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-06	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-06	No
Were any leases to which the plan was party in default or uncollectible	2014-08-06	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-06	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-06	$19,338,411
Interest on participant loans	2014-08-06	$6,429
Value of interest in common/collective trusts at end of year	2014-08-06	$0
Value of interest in common/collective trusts at beginning of year	2014-08-06	$2,493,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-06	$826,169
Net investment gain or loss from common/collective trusts	2014-08-06	$20,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-06	No
Was there a failure to transmit to the plan any participant contributions	2014-08-06	No
Has the plan failed to provide any benefit when due under the plan	2014-08-06	No
Contributions received in cash from employer	2014-08-06	$156,349
Employer contributions (assets) at end of year	2014-08-06	$0
Employer contributions (assets) at beginning of year	2014-08-06	$97
Income. Dividends from common stock	2014-08-06	$4,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-06	$24,042,410
Assets. Corporate common stocks other than exployer securities at end of year	2014-08-06	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-08-06	$493,121
Did the plan have assets held for investment	2014-08-06	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-06	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-06	Yes
Aggregate proceeds on sale of assets	2014-08-06	$1,107,580
Aggregate carrying amount (costs) on sale of assets	2014-08-06	$1,029,577
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-06	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-06	Disclaimer
Accountancy firm name	2014-08-06	PEASE & ASSOCIATES, INC.
Accountancy firm EIN	2014-08-06	364267431
2013 : B.W. ROGERS COMPANY CASH OPTION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$33,740
Total unrealized appreciation/depreciation of assets	2013-12-31	$33,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,577,314
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,889,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,864,608
Value of total corrective distributions	2013-12-31	$14,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,984,167
Value of total assets at end of year	2013-12-31	$22,645,886
Value of total assets at beginning of year	2013-12-31	$18,958,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,000
Total interest from all sources	2013-12-31	$12,425
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$488,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$478,742
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,210,408
Participant contributions at end of year	2013-12-31	$321,007
Participant contributions at beginning of year	2013-12-31	$273,762
Participant contributions at end of year	2013-12-31	$218
Participant contributions at beginning of year	2013-12-31	$161
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$363,971
Other income not declared elsewhere	2013-12-31	$2,083
Administrative expenses (other) incurred	2013-12-31	$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,687,747
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$22,645,886
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$18,958,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$19,338,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$16,011,593
Interest on participant loans	2013-12-31	$12,425
Value of interest in common/collective trusts at end of year	2013-12-31	$2,493,032
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,508,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,010,354
Net investment gain or loss from common/collective trusts	2013-12-31	$45,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$409,788
Employer contributions (assets) at end of year	2013-12-31	$97
Employer contributions (assets) at beginning of year	2013-12-31	$154,910
Income. Dividends from common stock	2013-12-31	$10,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,864,608
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$493,121
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$8,830
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$684
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$684
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PEASE & ASSOCIATES, INC.
Accountancy firm EIN	2013-12-31	364267431
2012 : B.W. ROGERS COMPANY CASH OPTION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,479
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,530,794
Total loss/gain on sale of assets	2012-12-31	$214,193
Total of all expenses incurred	2012-12-31	$978,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$970,703
Value of total corrective distributions	2012-12-31	$1,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,436,165
Value of total assets at end of year	2012-12-31	$18,958,139
Value of total assets at beginning of year	2012-12-31	$15,405,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,885
Total interest from all sources	2012-12-31	$13,541
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$345,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$344,027
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,065,170
Participant contributions at end of year	2012-12-31	$273,762
Participant contributions at beginning of year	2012-12-31	$233,480
Participant contributions at end of year	2012-12-31	$161
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$940,108
Other income not declared elsewhere	2012-12-31	$357
Administrative expenses (other) incurred	2012-12-31	$5,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,552,238
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,958,139
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$15,405,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$16,011,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,631,859
Interest on participant loans	2012-12-31	$13,140
Value of interest in common/collective trusts at end of year	2012-12-31	$2,508,883
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,248,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$60,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$60,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$401
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,467,502
Net investment gain or loss from common/collective trusts	2012-12-31	$51,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$430,887
Employer contributions (assets) at end of year	2012-12-31	$154,910
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$1,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$970,703
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$8,830
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$231,958
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$1,262,116
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,047,923
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PEASE & ASSOCIATES, INC.
Accountancy firm EIN	2012-12-31	364267431
2011 : B.W. ROGERS COMPANY CASH OPTION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-54,537
Total unrealized appreciation/depreciation of assets	2011-12-31	$-54,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$849,711
Total loss/gain on sale of assets	2011-12-31	$-126,191
Total of all expenses incurred	2011-12-31	$1,194,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,177,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,114,054
Value of total assets at end of year	2011-12-31	$15,405,901
Value of total assets at beginning of year	2011-12-31	$15,750,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,106
Total interest from all sources	2011-12-31	$14,460
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$273,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$266,364
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$946,106
Participant contributions at end of year	2011-12-31	$233,480
Participant contributions at beginning of year	2011-12-31	$239,204
Other income not declared elsewhere	2011-12-31	$192
Administrative expenses (other) incurred	2011-12-31	$17,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-344,791
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$15,405,901
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,750,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,631,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,839,726
Interest on participant loans	2011-12-31	$11,790
Value of interest in common/collective trusts at end of year	2011-12-31	$2,248,291
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,145,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$60,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$122,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$122,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-346,562
Net investment gain or loss from common/collective trusts	2011-12-31	$-24,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$167,948
Income. Dividends from common stock	2011-12-31	$6,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,177,396
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$231,958
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$403,931
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$1,012,093
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,138,284
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PEASE & ASSOCIATES, INC.
Accountancy firm EIN	2011-12-31	364267431
2010 : B.W. ROGERS COMPANY CASH OPTION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$23,236
Total unrealized appreciation/depreciation of assets	2010-12-31	$23,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,445,908
Total loss/gain on sale of assets	2010-12-31	$4,133
Total of all expenses incurred	2010-12-31	$982,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$967,409
Value of total corrective distributions	2010-12-31	$3,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$720,118
Value of total assets at end of year	2010-12-31	$15,750,692
Value of total assets at beginning of year	2010-12-31	$14,287,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$11,536
Total interest from all sources	2010-12-31	$17,853
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$247,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$234,963
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$720,118
Participant contributions at end of year	2010-12-31	$239,204
Participant contributions at beginning of year	2010-12-31	$267,327
Other income not declared elsewhere	2010-12-31	$5,702
Administrative expenses (other) incurred	2010-12-31	$11,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,463,015
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,750,692
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$14,287,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,839,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,458,079
Interest on participant loans	2010-12-31	$14,715
Income. Interest from corporate debt instruments	2010-12-31	$381
Value of interest in common/collective trusts at end of year	2010-12-31	$2,145,581
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,366,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$122,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$122,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$122,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,395,242
Net investment gain or loss from common/collective trusts	2010-12-31	$32,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Income. Dividends from common stock	2010-12-31	$12,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$967,409
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$60,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$403,931
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$13,549
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$2,138,487
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$2,134,354
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PEASE & ASSOCIATES, INC.
Accountancy firm EIN	2010-12-31	364267431

Form 5500 Responses for B.W. ROGERS COMPANY CASH OPTION PLAN

2014: B.W. ROGERS COMPANY CASH OPTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: B.W. ROGERS COMPANY CASH OPTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: B.W. ROGERS COMPANY CASH OPTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: B.W. ROGERS COMPANY CASH OPTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: B.W. ROGERS COMPANY CASH OPTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	B.W. ROGERS COMPANY
Employer identification number (EIN):	340694061
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-11-26
Company Identification Number:	0801892130
Legal Registered Office Address:	PO BOX 1030 AKRON United States of America (USA) 44309